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AIM

Acropolis Investment Management Portfolio holdings

AUM $2.54B
1-Year Est. Return 18.96%
This Fund
S&P 500
This Quarter Est. Return
-0.5%
1 Year Est. Return
+18.96%
3 Year Est. Return
+47.59%
5 Year Est. Return
+41.85%
10 Year Est. Return
+139%
AUM
$2.26B
AUM Growth
+$39.8M
Cap. Flow
+$61M
Cap. Flow %
2.7%
Top 10 Hldgs %
60.4%
Holding
390
New
93
Increased
96
Reduced
134
Closed
6

Top Buys

Rank Stock Value
1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$39.2M
2
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$25.1M
3
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
+$18.5M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.28M
5
LRGF icon
iShares US Equity Factor ETF
LRGF
+$3.1M

Top Sells

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$18.5M
2
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$17.5M
3
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$9.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.9M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.32M

Sector Composition

Rank Sector Weight
1 Technology 2.8%
2 Financials 1.54%
3 Industrials 1.46%
4 Consumer Staples 1.39%
5 Healthcare 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
51
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$4.12M 0.18%
12,829
+212
+2% +$71.1K
IWD icon
52
iShares Russell 1000 Value ETF
IWD
$83.9B
$4.04M 0.18%
18,925
-767
-4% -$168K
EFA icon
53
iShares MSCI EAFE ETF
EFA
$80.2B
$3.96M 0.18%
40,798
-2,360
-5% -$236K
IEI icon
54
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$3.85M 0.17%
32,433
+172
+0.5% +$20.5K
VBK icon
55
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.6B
$3.77M 0.17%
12,469
+110
+0.9% +$34.6K
XLK icon
56
State Street Technology Select Sector SPDR ETF
XLK
$123B
$3.75M 0.17%
28,202
– –
IYW icon
57
iShares US Technology ETF
IYW
$25.5B
$3.59M 0.16%
19,777
-561
-3% -$108K
CVX icon
58
Chevron
CVX
$366B
$3.56M 0.16%
17,194
-561
-3% -$102K
TRV icon
59
Travelers Companies
TRV
$80.2B
$3.37M 0.15%
11,547
-765
-6% -$224K
MS icon
60
Morgan Stanley
MS
$340B
$3.03M 0.13%
18,439
-813
-4% -$141K
UNH icon
61
UnitedHealth
UNH
$370B
$3.02M 0.13%
11,145
-1,306
-10% -$389K
VBR icon
62
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$2.97M 0.13%
13,648
+260
+2% +$58.1K
AVSC icon
63
Avantis US Small Cap Equity ETF
AVSC
$3.15B
$2.85M 0.13%
45,745
– –
LMT icon
64
Lockheed Martin
LMT
$136B
$2.84M 0.13%
4,699
+136
+3% +$83.8K
SXT icon
65
Sensient Technologies
SXT
$5.53B
$2.84M 0.13%
32,805
+2,462
+8% +$230K
SCZ icon
66
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$2.82M 0.12%
35,965
-258
-0.7% -$21K
BSV icon
67
Vanguard Short-Term Bond ETF
BSV
$45.6B
$2.8M 0.12%
35,716
-3,224
-8% -$254K
IWB icon
68
iShares Russell 1000 ETF
IWB
$50.2B
$2.69M 0.12%
7,558
– –
QQQ icon
69
Invesco QQQ Trust
QQQ
$481B
$2.49M 0.11%
4,309
+4
+0.1% +$2.43K
KR icon
70
Kroger
KR
$34.8B
$2.45M 0.11%
33,819
-432
-1% -$29.2K
SNA icon
71
Snap-on
SNA
$21.5B
$2.19M 0.1%
6,037
-9
-0.1% -$3.33K
DE icon
72
Deere & Co
DE
$168B
$2.17M 0.1%
3,844
-179
-4% -$101K
HCA icon
73
HCA Healthcare
HCA
$89.5B
$2.16M 0.1%
4,566
+31
+0.7% +$15.6K
IWF icon
74
iShares Russell 1000 Growth ETF
IWF
$128B
$2.15M 0.1%
20,196
-348
-2% -$39.5K
ORLY icon
75
O'Reilly Automotive
ORLY
$76.3B
$1.97M 0.09%
21,383
-193
-0.9% -$18.1K
1 2
3
4 5

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Acropolis Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Acropolis Investment Management held 390 positions worth $2.26B, up 1.8% from $2.22B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

Acropolis Investment Management's Q1 2026 filing shows 93 new, 96 increased, 134 reduced and 6 closed positions. Its largest new stake was Global X Uranium ETF: 5,941 shares worth $288K. The largest sale was Vanguard Total Bond Market, an estimated $18.5M.

By sector, the portfolio is most concentrated in Technology at 2.8% of assets, down from 3.2% a quarter earlier, followed by Financials and Industrials.

  • Acropolis Investment Management's largest Q1 2026 buy was Global X Uranium ETF: 5,941 shares worth $288K.
  • Acropolis Investment Management added most to Vanguard Intermediate-Term Treasury ETF in Q1 2026, an estimated $39.2M increase.
  • Acropolis Investment Management's biggest Q1 2026 reduction was Vanguard Total Bond Market, cutting an estimated $18.5M.
  • Acropolis Investment Management fully exited Evolent Health in Q1 2026, selling an estimated $112K.
  • Acropolis Investment Management's ten largest holdings make up 60% of its $2.26B portfolio in Q1 2026.
  • Acropolis Investment Management opened 93 new positions and closed 6 in Q1 2026.
  • Acropolis Investment Management's portfolio value rose 1.8% quarter-over-quarter to $2.26B.

Based on Acropolis Investment Management's 13F filing for Q1 2026, filed 9 Apr 2026.